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Quilter Investors Cirilium Dyn R GBP Acc (0P0000G2E5.L)

LSE - LSE Delayed price. Currency in GBp (0.01 GBP)
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293.96-0.39 (-0.13%)
At close: 09:00PM BST

Performance overview

Morningstar return ratingN/A1
Year-to-date return5.88%
5-year average return4.06%
Number of years up12
Number of years down3
Best 1-yr total return (27 Jun 2024)45.02%
Worst 1-yr total return (27 Jun 2024)N/A
Best 3-yr total return45.02%
Worst 3-yr total return0.37%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P0000G2E5.LCategory
YTD6.09%0.00%
1-month1.12%0.00%
3-month3.99%0.00%
1-year11.03%0.00%
3-year0.58%0.00%
5-year4.46%0.00%
10-year5.82%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P0000G2E5.LCategory
2024
N/AN/A
2023
6.30%N/A
2022
-14.43%N/A
2021
11.16%N/A
2020
7.55%N/A
2019
17.23%N/A
2018
-11.03%N/A
2017
13.41%N/A
2016
18.91%N/A
2015
3.31%N/A
2014
7.74%N/A
2013
20.32%N/A
2012
15.12%N/A
2011
-9.30%N/A
2010
22.10%N/A
2009
45.02%N/A
2008
N/AN/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
20245.30%N/AN/AN/A
20231.34%-0.44%0.26%5.09%
2022-6.11%-10.50%-1.31%3.18%
20212.58%5.40%2.00%0.80%
2020-23.86%18.08%5.17%13.74%
20197.56%3.15%0.93%4.70%
2018-4.80%4.94%1.56%-12.31%
20175.05%2.77%1.10%3.91%
2016-1.23%1.87%12.73%4.84%
20157.04%-1.96%-7.68%6.64%
20140.74%2.19%2.38%2.23%
201311.94%-1.18%4.93%3.66%
20129.66%-4.71%4.79%5.14%
20112.07%1.35%-10.62%-1.92%
20108.43%-4.06%7.21%9.48%
2009-0.87%15.57%20.95%4.65%
2008-12.41%-10.16%N/AN/A

Rank in category (by total return)

YTD49
1-month30
3-month26
1-year73
3-year89
5-year88

Load adjusted returns

1-year11.03%
3-year0.58%
5-year4.46%
10-year5.82%